Many families delay handling estate matters after a loved one passes—understandably due to grief or uncertainty—but that delay can have real financial and legal consequences. In this episode, we walk through the top cost drivers that come from waiting too long and why...
In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses the significant tax changes on the horizon for Washington State residents. We are here to help you understand these changes and how these new estate tax and capital gains tax...
In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses a critical and often overlooked detail in estate planning: the importance of naming your trust as an insured party on your homeowner’s insurance policy. Drawing from recent...
The oldest child doesn’t have to be the default choice for the role of executor or successor trustee. Dividing responsibilities between family members can create more conflict than solutions. A professional fiduciary can be a smart alternative to avoid family tension....
If you’re in your twenties, or even your thirties, you may think that you’re too young to worry about estate planning. But the fact is even young adults generally have some assets and would prefer for those to go to their loved ones. In addition, should something...